Question # 1
| A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning? | | A. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. | | B. Beyond the preconfigured settings, evaluate whether they need advanced customizations. | | C. Enable and configure person accounts in FSC, and assign users with permission set licenses. | | D. Review the out-of-the-box capabilities and compare them to the company's current needs. | | E. Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes. |
A. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
B. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
D. Review the out-of-the-box capabilities and compare them to the company's current needs.
Explanation:
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company’s business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences. You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company’s current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company’s current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified References: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
Question # 2
| In Financial Services Cloud, what is the criteria for commas and symbols to be displayed
correctly on the Financial Account Summary component? | | A. User currency must match org default currency. | | B. Account currency must match org default currency. | | C. User's locale must match user's currency. | | D. User's locale and language must match user's currency. |
C. User's locale must match user's currency.
Explanation:
The criteria for commas and symbols to be displayed correctly on the Financial Account
Summary component is that user’s locale must match user’s currency. The locale is a
setting that determines how dates, times, numbers, and currencies are formatted and
displayed for a user. The currency is a setting that determines how monetary amounts are
formatted and displayed for a user. By matching the user’s locale with their currency, FSC
can ensure that commas and symbols are displayed correctly on the Financial Account
Summary component according to the user’s preferences and expectations
Question # 3
| A wealth advisor is trying to relate a client to their attorney using the Add Contact option on
the relationship tree but can't find any reciprocal roles displayed in the related role lookup.
What are two reasons for this? | | A. The usershould be using the Member Relationship button under the Actionable
Relationship Center. | | B. Reciprocal roles have not been created in the org. | | C. Sharing rules have not been set up for reciprocal roles. | | D. The user should be using the Edit Group button toaccess reciprocal roles. |
B. Reciprocal roles have not been created in the org.
D. The user should be using the Edit Group button toaccess reciprocal roles.
Question # 4
| A System Administrator has received a note from one of theportfolio managers that the
ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying
to set up relationships between two accounts. The portfolio manager has also mentioned
that other colleagues in the same role have accessto it and are able to use it to manage
their customer's relationships. What is a possible cause for this? | | A. The portfolio manager has not been given the permissions that enable users to view and
manage ARC | | B. The portfolio manager does not have access tothe Lightning page that has the ARC
component added | | C. The portfolio manager does not have access to the account records that he is trying to
create for. | | D. The ARC Component has not been added to the page layout |
A. The portfolio manager has not been given the permissions that enable users to view and
manage ARC
Explanation:
A possible cause for why theportfolio manager cannot see ARC when trying to set up
relationships between two accounts is that he has not been given the permissions that
enable users to view and manage ARC. To access ARC, users need to have certain
permissions and settings enabled intheir user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users maynot be able to see or use ARC properly.
Question # 5
| Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model? | | A. Person Accounts can be merged with Business Accounts in Financial Services Cloud | | B. To share a Person Account record the admin will need to create sharing rules Account and Contact objects | | C. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution. | | D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number. | | E. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type |
D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
E. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
Explanation:
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
Question # 6
| Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder? | | A. Coordinate multiple flows and assign them to multiple teams or individuals. | | B. Suggest offers and actions to users that are tailored to meet an organization's unique business criteria. | | C. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button. | | D. Perform an operation for more records than schedule-triggered flows allow |
C. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
Explanation:
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
Question # 7
| Rachel is the primary member of the Adams household hired a new attorney. What type of
relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and
her attorney before assigning the reciprocal role of "Attorney"? | | A. Create an Account-Contact relationship betweenthe Adams Household and the attorney. | | B. Create an Account-Account relationship between the Adams Household and the
attorney | | C. Create a Contact-Contact Relationships between the primary member of the Adams
Household and the attorney. | | D. Create an Account-Account Relationship between the Addams Family Trust and the
attorney. |
C. Create a Contact-Contact Relationships between the primary member of the Adams
Household and the attorney.
Explanation:
To create a relationship between Rachel and her attorney before assigning the reciprocal
role of “Attorney”, the Wealth Advisor should create a Contact-Contact
Relationshipbetween the primary member of the Adams Household and the attorney. A
Contact-Contact Relationship is a junction object that links twocontacts or individuals and
defines their relationship with each other2. By using Contact-Contact Relationship, the
Wealth Advisor can capture Rachel’s extended network of relationships with people outside
of her household.
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- It also tests candidates abilities in prospecting, client onboarding, collaboration, relationship management, and reporting.
Exam Format: - The exam consists of multiple-choice questions.
- The total number of questions may vary but typically ranges from 60 to 90.
- The exam duration is around 105 minutes.
Preparation Tips:Study the Exam Guide:
- Review the official Exam Guide provided by Salesforce, which outlines the exam objectives and topics.
- Familiarize yourself with the content weightings to prioritize your study areas accordingly.
Practical Experience:
- Gain hands-on experience with Salesforce Financial Services Cloud by working on real-world projects.
- Practice using the platforms tools and features to deepen your understanding of its functionalities.
Training and Study Materials:
- Access official Salesforce training courses tailored for Financial Services Cloud.
- Use study materials such as books, online tutorials, and practice exams to enhance your knowledge.
Exam Preparation Resources:
- Official Salesforce Documentation:
Refer to the official Salesforce documentation, including implementation guides, release notes, and best practice documents. Examine Financial Services Cloud modules on RealBraindumps, which offers interactive learning paths, modules, and hands-on challenges. Participate in the Salesforce community through forums and discussion boards to share insights, seek guidance, and gain valuable perspectives from fellow members. Exam Day Tips:
- Read the Questions Carefully:
Read the questions to ensure a clear understanding before selecting an answer. Allocate your time wisely, considering the number of questions and exam duration. Use critical thinking techniques, such as prioritizing information, to narrow down your choices and increase your chances of selecting the correct option. Conclusion:
The Salesforce Financial Services Cloud Exam is a valuable certification that demonstrates proficiency in using Salesforces Financial Services Cloud platform. By preparing well and gaining practical experience, people can confidently showcase their expertise and find exciting opportunities in the financial services industry.
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FAQs of Financial-Services-Cloud Exam
What is the Salesforce Financial Services Cloud Exam?
The Salesforce Financial Services Cloud Exam is a specialized certification test aimed at validating expertise in the Salesforce Financial Services Cloud application. This exam tests a candidate’s knowledge in implementing, configuring, and managing Salesforce solutions tailored for the financial services industry, including wealth management, banking, insurance, and mortgage services.
Who should take the Salesforce Financial Services Cloud Exam?
This exam is ideal for Salesforce professionals, system administrators, IT managers, and consultants who work with financial services institutions. Candidates should have hands-on experience with the Financial Services Cloud and a deep understanding of the financial services industry's needs and regulatory requirements.
What topics are covered in the Salesforce Financial Services Cloud Exam?
Key topics include Financial Services Cloud data model, industry-specific functionalities, client relationship management, compliance and regulatory requirements, financial goal management, and integration with other Salesforce Clouds. The exam also covers customization, data management, and analytics specific to financial services.
How many questions are there on the Salesforce Financial Services Cloud Exam, and what is its format?
The Salesforce Financial Services Cloud Exam typically consists of around 60 multiple-choice and multiple-select questions. The format is designed to assess both theoretical knowledge and practical application skills in the Financial Services Cloud environment.
What is the passing score for the Salesforce Financial Services Cloud Exam?
The passing score for this exam is generally around 65%.
What are the benefits of passing the Salesforce Financial Services Cloud Exam?
Passing the exam recognizes you as a Salesforce Certified Financial Services Cloud specialist, enhancing your professional credibility. It opens up advanced career opportunities in the Salesforce ecosystem, especially within financial institutions. Additionally, it demonstrates a commitment to staying current with Salesforce technologies and best practices in the financial services sector.
How can I prepare for the Salesforce Financial Services Cloud Exam?
Preparation should include studying the official Salesforce Financial Services Cloud materials, hands-on practice in a Salesforce environment, and completing relevant training courses. Practice exams and study groups can also be beneficial. It’s important to have a solid understanding of both Salesforce core functionalities and the specific features and best practices of the Financial Services Cloud.
Are there any prerequisites or recommended experience before taking the Salesforce Financial Services Cloud Exam?
While there are no formal prerequisites, it’s recommended that candidates have at least six months of experience working with the Financial Services Cloud. Familiarity with Salesforce’s core functionalities and a background in the financial services industry will also be advantageous.
FAQs of Financial-Services-Cloud Exam
What is Financial Services Cloud?
Financial Services Cloud is a reimagined front office that provides a clean, aggregated view of client information, accelerates productivity with digital workflows, and enables personalized service delivery.
What does the term Account mean within Financial Services Cloud?
In Financial Services Cloud, Account can refer to a client, household, or business entity, distinct from a financial account.
How is a Client defined in Financial Services Cloud?
In Financial Services Cloud, a Client is defined as a person or organization that has conducted, is conducting, or may conduct business with your firm.
What is the distinction between Customer and Client in Financial Services Cloud?
Customer and Client are used interchangeably in Financial Services Cloud, both referring to individuals or organizations engaging with your firm.
What is a Financial account in Financial Services Cloud?
A Financial account in Financial Services Cloud encompasses investment accounts, bank accounts, insurance policies, and similar financial instruments.
How is a Household defined within Financial Services Cloud?
Within Financial Services Cloud, a Household is a relationship group comprising individuals and business entities with direct relationships, with financial summaries consolidated at the household level.
What does the term Prospect mean in Financial Services Cloud?
In Financial Services Cloud, a Prospect refers to a person or organization with the potential to become a client in the future.
What features does the Home Page offer in Financial Services Cloud?
The Home Page in Financial Services Cloud provides tailored access to priority tasks, including referral performance, lead alerts, interaction summaries, scheduled appointments, and key task summaries.
How can users filter client and household lists in Financial Services Cloud?
Users can filter client and household lists in Financial Services Cloud based on interests or financial characteristics, accessing predefined list views or customizing filters for segmentation.
What information is available on client and household profiles in Financial Services Cloud?
Client and household profiles in Financial Services Cloud offer comprehensive views of financial accounts, relationships, goals, activity history, and communication logs, facilitating personalized client engagement and planning.
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